AWARDS & RANKINGS / PRESS RELEASE
McDermott Earns Two Law360 Practice Group of the Year Recognitions for Health Care and Project Finance
January 18, 2022
Read time: 3 min
International law firm McDermott Will & Emery is pleased to announce that it has been named a Law360 2021 Practice Group of the Year for both Health Care and Project Finance.
This is the sixth time in the last 10 years that McDermott’s Healthcare team has been honored with the recognition. Having previously received this ranking in 2012, 2013, 2014, 2017 and 2018, the recognition is a testament to how the Firm has continued to lead the way in legal excellence and innovation over the past decade.
McDermott’s Energy & Project Finance Practice Group made impressive strides in 2021 with exponential team and matter growth globally. The group’s multi-faceted experience in both renewable and conventional energy, as well as in the infrastructure sector, led them to be recognized by Law360.
“We are incredibly delighted for our Healthcare and Energy & Project Finance teams for these well-deserved recognitions,” says Chairman Ira Coleman. “The volume and complexity of the work these teams executed on has been extraordinary. We pride ourselves on meeting ever-increasing client needs with world-class execution and humility. We know the trust that our clients place in us when the stakes are this high, and we are delighted to continue to exceed expectations.”
Law360 publishes several award series throughout the year, including those that highlight top-performing lawyers and practice groups. The 2021 Practice Group of the Year series garnered more than 900 submissions from more than 90 law firms. You can view Law360’s press release for the full list of Practice Group of the Year honorees.
McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices and industries to deliver highly effective—and often unexpected—solutions that propel success. More than 1,200 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve.
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Schulte Roth & Zabel Founding Partner William D. Zabel to Join Justice for Greenwood Board
PRESS RELEASE
Schulte Roth & Zabel Founding Partner William D. Zabel to Join Justice for Greenwood Board
January 18, 2022
Read time: 8 min
Schulte Roth & Zabel LLP and the Justice for Greenwood Foundation are pleased to announce the appointment of SRZ founding partner William D. Zabel to the board of the Justice for Greenwood Foundation, a 501(c)(3) organization that seeks truth, justice, and reparations for the victims of the 1921 Tulsa Race Massacre and its over 100 years of continuing harm.
Mr. Zabel’s appointment marks his latest role in a decades-long pursuit of social justice and comes at a pivotal moment for Justice for Greenwood (J4G) as Schulte Roth & Zabel (SRZ), J4G, and a team of civil and human rights lawyers argued for the U.S. Department of Justice to conduct a neutral, third-party investigation into the 1921 Tulsa Race Massacre and its aftermath following the discovery of new mass gravesites in late 2020.
In addition to his deep experience and the significant pro bono resources he brings through SRZ, Mr. Zabel will be instrumental in raising funds critical to the success of J4G’s mission.
“Organizations like Justice for Greenwood rely upon our advocates within the legal community, bringing expertise and visibility to an injustice that has, for more than a century, remained tragically hidden and unaddressed,” said Damario Solomon-Simmons, Managing Partner, SolomonSimmonsLaw, and Founder, Executive Director, and Chairman of the Board of Justice for Greenwood. “Bill Zabel is one of our strongest proponents and voices, and SRZ’s consistent dedication to our effort to seek justice for the victims of the Massacre has been indispensable. Without a doubt, the success of our movement to date would not have occurred without the considerable support of Bill and his dedicated team of professionals.”
Mr. Zabel, who heads SRZ’s Individual Client Services Group, has spearheaded the firm’s substantial pro bono engagement with J4G and has been a driving force behind the legal profession’s cause for social justice and human rights for more than 50 years. He has received recognition for his advice and advocacy in support of national and global causes, including writing the amicus brief on behalf of the ACLU in the landmark case Loving v. Virginia, serving as the chair of Human Rights First from 2000 to 2020 and is presently chair of Immigrant Justice Corps and establishing a professorship in human rights at his alma mater, Harvard Law School.
“Justice for Greenwood is a model for social justice and human rights, creating a platform that will change the way we understand the Tulsa Race Massacre,” said Mr. Zabel. “Of all the causes I have had the privilege to work on throughout my career, this is the most egregious example of blatant and unresolved racial violence and injustice in our nation’s history. We intend to not only bring justice and closure to the victims of the Massacre, but to put an end to the active, racist measures being taken now to prevent this case from moving forward.”
Mr. Zabel’s pivotal work on the J4G board is in addition to SRZ’s pro bono representation of Justice for Greenwood, supporting its mission to revitalize the Greenwood community through advocacy and direct services to lift the community out of poverty and to address the major areas of inequality and injustice directly caused by the Massacre. SRZ attorneys act as outside general counsel to J4G and SRZ staff also volunteer hundreds of hours to J4G’s Descendant Outreach Project.
Partnering as co-counsel with Mr. Solomon-Simmons, SRZ also represents the 1921 Tulsa Race Massacre’s only known three living survivors as well as descendants of victims in the groundbreaking lawsuit Randle v. City of Tulsa et. al. The suit makes the case that the City of Tulsa and others created a public nuisance of racial disparities, economic inequalities, insecurity, and trauma. It also seeks to force the City to directly address the negative conditions in Greenwood that stemmed from the Massacre and to establish a compensation fund for its victims and their descendants.
The Massacre occurred from May 31 through June 1, 1921, when a large White mob, including members of the Tulsa Police Department, the Tulsa Chamber of Commerce, the Tulsa County Sheriff’s Department and the Oklahoma National Guard, as well as other city and county leaders, destroyed a peaceful, prosperous Black community in North Tulsa (Greenwood), killing hundreds of Black residents, injuring thousands more, burning down over one-thousand homes and businesses, and stealing residents’ personal property, causing damage in today’s dollars of an estimated $200 million.
SRZ is committed to righting the wrongs caused by Tulsa Race Massacre and preserving the true history and narratives of the Greenwood community. To that end, the firm also serves as pro bono counsel to the HB 1775 litigation, challenging the State of Oklahoma’s HB 1775 law, in partnership with the American Civil Liberties Union, the ACLU of Oklahoma, and the Lawyers Committee for Civil Rights Under Law. HB 1775 severely restricts public school teachers and students from learning and talking about race and gender in the classroom, undermines students’ and teachers’ First Amendment rights to discuss race and gender issues, and prevents open conversations around American history, including the experiences of historically marginalized groups.
Schulte Roth & Zabel is committed to supporting pro bono causes that encourage open discussion and education about race, diversity, civil rights, voting rights, access to justice and human rights.
About William D. Zabel and Schulte Roth & Zabel
Mr. Zabel is a founding partner of Schulte Roth & Zabel LLP, formed in 1969 with Paul N. Roth and Stephen J. Schulte. He is a member of the American Law Institute and the Council on Foreign Relations.
For more than 50 years, Mr. Zabel has been an advocate for social justice in the United States and abroad. His civic and philanthropic activities have included, among many others, investigating the cases of those who disappeared in Chile during General Augusto Pinochet’s “Dirty War,” volunteer lawyer with Lawyers Constitutional Defense Committee in Mississippi during the summer of 1964 and serving as chair of Human Rights First, and the chair of Immigrant Justice Corps.
In 2017, Mr. Zabel established the William D. Zabel ’61 Professorship in Human Rights at Harvard Law School in order to further his commitment to protect the rights of others and to inspire future generations in the cause of human rights.
Mr. Zabel has received a Lifetime Achievement Award from The American Lawyer and has also been honored with the Eleanor Roosevelt Val-Kill Award, Brandeis University Distinguished Community Service Award, the Lawyers’ Committee for Human Rights Extraordinary Leader Award, the Champion for Change Award from the Harry and Jeanette Weinberg Center for Elder Abuse Prevention and the inaugural Robert F. Kennedy Justice Prize from the Lawyers’ Committee for Civil Rights Under Law.
About Justice for Greenwood
Justice for Greenwood is a network of volunteers, advocates, attorneys, academics, experts, Massacre Survivors, Descendants and others agitating for reparations & justice on behalf of Survivors and Descendants of the 1921 Tulsa Race Massacre. Through direct services, public education, and advocacy, J4G is working to mitigate the effects of the Massacre and its 100 years of continuing harm. The organization’s work aims to revitalize the Greenwood community and to address the major areas of racial inequality and injustice directly caused by the Massacre: Health, Education, Real Estate, and Business. J4G also partners with national civil rights organizations, including Color of Change, Equal Justice Initiative and the NAACP Legal Defense Fund, as it pursues transparency, recognition and reparations around the events of May 1921.
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McDermott Represents Papaya Growth Opportunity Corp. I in $250 Million Initial Public Offering
DEAL ANNOUNCEMENT / PRESS RELEASE
McDermott Represents Papaya Growth Opportunity Corp. I in $250 Million Initial Public Offering
January 14, 2022
Read time: 3 min
International law firm McDermott Will & Emery represented Papaya Growth Opportunity Corp. I (NASDAQ: PPYAU), a newly incorporated blank check company, in its $250 million initial public offering (IPO) of 25,000,000 units priced at $10.00 per unit. The units will be listed and traded on the Nasdaq Global Market (NASDAQ) on or about January 14, 2022, subject to customary closing conditions.
- The transaction was announced on January 14, 2022.
- Cantor Fitzgerald & Co. is serving as the sole underwriter.
- The McDermott team was led by Ari Edelman and included Eric Klee, Gary Karch and Brian Tratner.
- Read Papaya Growth Opportunity Corp. I’s press release here.
McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices, industries and more than 20 locations to deliver highly effective—and often unexpected—solutions that propel success. More than 1,200 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve.
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McDermott Advises Software Investor Main Capital on the Acquisition of FormSolutions
DEAL ANNOUNCEMENT / PRESS RELEASE
McDermott Advises Software Investor Main Capital on the Acquisition of FormSolutions
January 13, 2022
Read time: 3 min
Frankfurt a. M., January 13, 2022 – International law firm McDermott Will & Emery advised software investor Main Capital Partners on the acquisition of FormSolutions GmbH by machgruppe.
machgruppe was formed in 2021 through the merger of MACH AG and DATA-PLAN Computer Consulting GmbH. MACH AG, an e-government software and consulting company based in Lübeck, has been a portfolio company of Main Capital since 2020.
FormSolutions GmbH, headquartered in Karlsruhe, has been supporting German public authorities with digitalization of their application processes for over 20 years.
Main Capital Partners is a leading software investor in Benelux, DACH and Scandinavia with over €2.2 billion in assets under management (as of October 2021). Main has invested in more than 120 software companies to date.
The McDermott team advising on the transaction has deep experience in software and technology matters and previously advised Main Capital on both the acquisition of MACH AG and its acquisition of DATA-PLAN Computer Consulting GmbH.
Simultaneously, the McDermott team led by partner Dustin Schwerdtfeger advised Main Capital in connection with the acquisition financing.
The McDermott teams advising Main Capital Partners was led by partner Norman Wasse, LL.M. as well as Dustin Schwerdtfeger and included Dr. Maximilian Clostermeyer, Marcus Fischer, Dr. Gudrun Germakowski, Dr. Christian L. Masch, Dr. Alexa Ningelgen, Dr. Marion von Grönheim, Lisa Schickling, Elena Platte, LL.M., Elif Sultan Üzümovali, Lukas Deutzmann, Markus Hunkenschröder and Isabella Kätzlmeier.
McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices, industries and more than 20 locations to deliver highly effective—and often unexpected—solutions that propel success. More than 1,200 lawyers strong, we bring our personal passion and legal prow-ess to bear in every matter for our clients and the people they serve.
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McDermott Advises Andera Partners on the Acquisition from the Henkel Group of a Portfolio of Iconic Cleaning Supply Brands
DEAL ANNOUNCEMENT / PRESS RELEASE
McDermott Advises Andera Partners on the Acquisition from the Henkel Group of a Portfolio of Iconic Cleaning Supply Brands
January 12, 2022
Read time: 3 min
McDermott Will & Emery has advised Andera Partners, a leading private equity and mezzanine sponsorless player through its Andera Acto activity, on the acquisition from Henkel Group, a leading solution provider for adhesive technologies, beauty, laundry and homecare, of a portfolio of iconic brands in cleaning products space. Together, these brands represent more than 500 years of know-how.
This sponsorless transaction allows the management team, led by Richard Lerosey and Daniel Chassagnon, to hold a majority stake in Société Héritage, created in conjunction with this acquisition.
McDermott was selected by the management team to assist Andera Partners in this venture, and the McDermott team comprised:
- Pierre-Arnoux Mayoly, Partner on financing aspects;
- Grégoire Andrieux, Managing Partner, on corporate aspects; and
- Côme de Saint -Vincent, Counsel, on tax aspects.
McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices, industries and more than 20 locations to deliver highly effective—and often unexpected—solutions that propel success. More than 1,200 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve.
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McDermott Advises Sponsors On Structured Growth Funding For Acquiring The SALESmanago Group, The Leading Saas No-Code CDP & Marketing Automation Platform
DEAL ANNOUNCEMENT / PRESS RELEASE
McDermott Advises Sponsors On Structured Growth Funding For Acquiring The SALESmanago Group, The Leading Saas No-Code CDP & Marketing Automation Platform
January 11, 2022
Read time: 3 min
McDermott Will & Emery advised SilverTree and Perwyn Advisors UK Limited, as Sponsors, on the structured growth funding for their acquisition of the SALESmanago group. This transaction provides the business with further capital and resources to become a global leader in the strategic and high-growth mid-market CDP & marketing automation market.
Headquartered in Krakow and founded in 2012, SALESmanago is a leading SaaS marketing automation and Customer Data Platform company. Its solution harnesses the full power of first- and zero-party data, combining advanced analytics and AI automation to deliver highly configurable personalized experiences, across a comprehensive range of natively built and integrated marketing execution channels.
SilverTree is a sector specialist private equity firm. SilverTree invests exclusively in software, technology, and technology-enabled businesses. The firm is differentiated by its focus on value creation, sector specialism, and a deep network of operational resources and industry relationships. The SilverTree team has successfully completed or been involved in over 75 transactions.
Founded in 2013, Perwyn is a family backed, international private equity and growth capital investor. Perwyn works closely with investee companies applying strategic and operational expertise in addition to providing capital. Perwyn is free from the usual private equity funding cycles, focusing above all on our investments rather than fund raising.
McDermott’s team was led by partner Aymen Mahmoud, supported by associate Giulia Venanzoni.
McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices, industries and more than 20 locations to deliver highly effective—and often unexpected—solutions that propel success. More than 1,200 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve.
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McDermott Represents Merck KGaA, Darmstadt, Germany in its Definitive Agreement to Acquire Exelead for US$780 Million
DEAL ANNOUNCEMENT / PRESS RELEASE
McDermott Represents Merck KGaA, Darmstadt, Germany in its Definitive Agreement to Acquire Exelead for US$780 Million
January 6, 2022
Read time: 4 min
International law firm McDermott Will & Emery represented Merck KGaA, Darmstadt, Germany, a leading science and technology company, in the entry of a definitive agreement to acquire Exelead, a biopharmaceutical contract development and manufacturing organization (CDMO) that specializes in complex injectable formulations, for US $780 million. This transaction will enhance Merck KGaA, Darmstadt, Germany’s more than 20 years of experience producing lipids, one of the critical components for the formulation of mRNA therapeutics including COVID-19 vaccines as well as its mRNA manufacturing capabilities.
- The transaction was announced on January 6, 2022 and is expected to close in Q1 2022 subject to regulatory clearances and other customary closing conditions.
- The McDermott team was led by Byron Kalogerou, Jennifer Bock and Sheldon Hughes and included Rebecca Dufur, Michael Willey, Michael Siekman, Jed Gordon, Hala Mourad, Anisa Mohanty, Brian Malkin, Daniel Doron, Abigail Kagan, Michael Bruno, Keith Hagan, Jeffery Holdvogt, Ray Jacobsen, Hendrik Viaene, Ty Carson, Karolien Van Der Putten, David Wolff, Garrett Kurtzweil, David Levine, Fran Forte, Todd McClelland, David Gacioch, Ettore Scandale and Massimiliano Moruzzi.
- The Merck KGaA, Darmstadt, Germany in-house legal team counsel was led by Rose Brounts, Head of Legal M&A, Post-Merger Integration and Finance and Alexander Krueger, Corporate Counsel, Legal – M&A, Post-Merger Integration and Finance.
- Read Merck KGaA, Darmstadt, Germany’s press release.
About Merck KGaA, Darmstadt, Germany
Merck KGaA, Darmstadt, Germany, a leading science and technology company, operates across healthcare, life science and electronics. Around 58,000 employees work to make a positive difference to millions of people’s lives every day by creating more joyful and sustainable ways to live. From advancing gene editing technologies and discovering unique ways to treat the most challenging diseases to enabling the intelligence of devices – the company is everywhere. In 2020, Merck KGaA, Darmstadt, Germany, generated sales of € 17.5 billion in 66 countries.
The company holds the global rights to the name and trademark “Merck” internationally. The only exceptions are the United States and Canada, where the business sectors of Merck KGaA, Darmstadt, Germany operate as EMD Serono in healthcare, MilliporeSigma in life science, and EMD Electronics. Since its founding in 1668, scientific exploration and responsible entrepreneurship have been key to the company’s technological and scientific advances. To this day, the founding family remains the majority owner of the publicly listed company.
McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices, industries and more than 20 locations to deliver highly effective—and often unexpected—solutions that propel success. More than 1,200 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve.
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McDermott Expands its German Real Estate Practice with the Appointment of Dr. Johannes Honzen
PRESS RELEASE
McDermott Expands its German Real Estate Practice with the Appointment of Dr. Johannes Honzen
January 5, 2022
Read time: 4 min
Frankfurt a.M., January 5, 2022 – International law firm McDermott Will & Emery is continuing the expansion of its real estate practice in Germany with the addition of another partner. Dr. Johannes Honzen joined the real estate practice in Frankfurt as a partner at the beginning of the year. He previously worked as Counsel at Hengeler Mueller.
Dr. Johannes Honzen advises national and international companies as well as private equity and other financial investors on real estate transactions and joint ventures. In recent years, he has been involved in a number of well-known real estate projects in various asset classes.
“The addition of Dr. Johannes Honzen is part of our strategic growth in Germany. Not only does he have excellent references, but he is also an excellent fit for us both professionally and personally,” said practice group head Dr. Jens Ortmanns. “We are very pleased to welcome such a competent addition to our team.”
Dr. Johannes Honzen added, “McDermott stands for high quality and innovation. The firm’s setup in the areas of transactions and private equity is a perfect fit for my practice. I am very much looking forward to making a significant contribution to the firm’s further development in my new role.”
McDermott’s Real Estate Practice Group has established itself as one of the market leaders in the field of real estate transactions in Germany in recent years, with numerous high-profile projects. In 2015, the practice group received the JUVE Award as “Law Firm of the Year for Real Estate Law” for its outstanding development. This was followed by renewed nominations for the prestigious award in 2017 and 2021.
McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices, industries and more than 20 locations to deliver highly effective—and often unexpected—solutions that propel success. More than 1,200 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve.
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McDermott Recognized with Go-To Thought Leadership Award for COVID Guidance and Cybersecurity Law
AWARDS & RANKINGS / PRESS RELEASE
McDermott Recognized with Go-To Thought Leadership Award for COVID Guidance and Cybersecurity Law
January 4, 2022
Read time: 4 min
International law firm McDermott Will & Emery is pleased to announce that it has been recognized with two Go-To Thought Leadership Awards from the National Law Review. McDermott’s Employment and Healthcare practices were highlighted for its OSHA Vaccine Guidance, while the Firm’s Global Privacy & Cybersecurity practice was noted for its NIST Ransomware Coverage.
At a time when the rules surrounding COVID-19 vaccine mandates seemed uncertain, McDermott’s Employment and Healthcare practices provided comprehensive and timely coverage of all the latest news about OSHA vaccine guidance, providing essential insights into an ever-changing area of law when readers needed it most. The authors who contributed insights into this topic included Abigail M. Kagan, Dawn M. Peacock, Michelle S. Strowhiro, Sandra M. DiVarco and Kristen O’Brien.
National Law Review readers also turned to McDermott’s Global Privacy & Cybersecurity practices’ coverage of ransomware risk management for essential guidance to keep their organizations secure. The group’s efforts to break down the new framework helps readers understand what is expected of them and how to prepare for higher standards from government agencies in terms of what constitutes reasonable cybersecurity measures. Authors who contributed insights into this area include Todd S. McClelland, Michael G. Morgan, David P. Saunders, and Scott Ferber.
This is the fourth year the National Law Review formally recognized the unique talents of its contributors. Less than 1% of the authors who publish with the National Law Review receive the “Go-To Thought Leadership Awards.” This year’s winners include more than 85 authors and firms in more than 30 legal practice areas. Read more about the recognition.
McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets. Our team works seamlessly across practices and industries to deliver highly effective—and often unexpected—solutions that propel success. More than 1,200 lawyers strong, we bring our personal passion and legal prowess to bear in every matter for our clients and the people they serve.
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Schulte Roth & Zabel Elects Six New Partners and Promotes Nine Special Counsel
PRESS RELEASE
Schulte Roth & Zabel Elects Six New Partners and Promotes Nine Special Counsel
January 2022
Read time: 13 min
Schulte Roth & Zabel (SRZ) is pleased to announce that Laura Angel-Lalanne, Melissa Goldstein, Marnie Grossman, Joseph Reich, Adriana Schwartz and Brian Smith were elected to the firm’s partnership effective January 1, 2022.
SRZ also announces the promotion of Aislinn Affinito, Adam Barazani, Daniel Blumenthal, Dominic De Mello, Drew Miller, Frank Olander, Jessica Romano, John Weldon and Lina Ziurys to special counsel. All are resident in the firm’s New York office with the exceptions of Ms. Goldstein and Ms. Affinito, who practice in Washington, D.C. and Mr. Miller, who is based in London.
“This past year has seen unprecedented activity in the financial services sector, bringing a significant increase in the range of opportunities and the complexity of issues facing our clients,” said David Efron, SRZ co-managing partner and co-head of the Investment Management Group. “Each of these attorneys have been instrumental in helping the firm and our clients stay ahead of these emerging trends and have made significant contributions to their respective industries while maintaining the highest standards of client service,” commented Marc Elovitz, SRZ co-managing partner and chair of the Investment Management Regulatory & Compliance Group. “We could not be more proud of this talented group.”
Partners
Laura Angel-Lalanne represents high-net-worth individual clients in the areas of estate planning and trust and estate administration, with an emphasis on charitable planning and the administration of trusts and estates with charitable interests. Laura creates sophisticated estate plans for clients, helping them to balance their sometimes competing objectives, particularly for clients who wish to achieve tax efficiencies, benefit family members and ensure a lasting philanthropic legacy. She also assists individual and corporate clients with the creation, administration and operation of private grantmaking foundations, private operating foundations and other philanthropic vehicles and advises both foundations and individual donors with respect to charitable grants and gifts and social impact investments, including negotiating and drafting agreements for complex grants and gifts to museums, universities and other charitable institutions. Additionally, Laura advises public charities, including educational institutions and many of the firm’s pro bono clients, with respect to formation and recognition of tax-exempt status, board governance, best practice policies and procedures, endowment administration, fundraising, corporate sponsorships, planned giving and charitable programs. She is a member of the Board of Directors of Only Make Believe, the Adira Foundation’s Advisory Roundtable and the New York Historical Society’s Planned Giving Advisory Council and is an affiliate member of the Committee on Non-Profit Organizations of the New York City Bar Association. Laura received her J.D. from Harvard Law School, where she co-chaired the HLS ArtsPanel, and received her B.A., with high honors in linguistics, from the University of Michigan.
Melissa G.R. Goldstein focuses her practice on anti-money laundering and sanctions regulatory compliance matters. She advises banks, broker-dealers, investment advisers, funds, insurance companies and money services businesses, including those involved in global e-commerce and virtual currency, on the anti-money laundering and sanctions regulations, rules and related issues governing their investment and business activities. She has particular expertise with issues arising out of the Bank Secrecy Act, as amended by the USA PATRIOT Act, the AML Act of 2020 and the Corporate Transparency Act. Prior to joining SRZ, Melissa was an attorney-advisor with the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN). At FinCEN, Melissa assisted in the development of anti-money laundering regulations and guidance and served as counsel on enforcement actions involving issues such as failure to implement and maintain an adequate anti-money laundering compliance program, failure to register as a money services business and failure to maintain confidentiality of suspicious activity reports. In recognition of her significant accomplishments during her Treasury career, Melissa received the Secretary’s Meritorious Service Award, which honors individuals whose achievements are substantial and significantly advance the Treasury Department’s mission. Melissa is listed in Washington, DC Super Lawyers as a “Rising Star.” Melissa received her J.D. from Fordham University School of Law and her B.S., with honors, from Cornell University.
Marnie S. Grossman concentrates her practice on representing high net worth individuals in the areas of estate planning, trust and estate administration, family law and charitable giving. Marnie represents her clients in all aspects of their estate planning, with the goal of reducing wealth transfer tax and ensuring that wealth passes in accordance with clients’ wishes. In the area of estate planning, Marnie works with clients to prepare wills, revocable trusts and life insurance trusts, as well as more sophisticated tax structures such as dynasty trusts, grantor retained annuity trusts and qualified personal residence trusts. Marnie also represents fiduciaries and beneficiaries in all aspects of estate and trust administration. As a personal planning attorney, Marnie has had significant experience representing multigenerational families, focusing on developing estate plans uniquely designed to meet her clients’ wealth transfer and charitable objectives. Marnie received her J.D., cum laude, from Harvard Law School and her B.A., summa cum laude, from Duke University.
Joseph Reich focuses his practice on advising private investment funds and public companies on the tax aspects of complex domestic and cross-border transactions, including taxable and tax-free mergers and acquisitions, divestitures, joint ventures, spinoffs, bankruptcies and restructurings, planning in connection with the preservation and use of tax losses, SPAC transactions, private equity fund structuring, public offerings and other financings. Joseph received his J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar, and his B.A., magna cum laude, from Yeshiva University.
Adriana Schwartz practices in the securities law, regulatory and compliance and shareholder activism areas. She counsels clients on a broad range of issues, including in the regulatory areas of Sections 13 and 16, Rule 144, insider trading, order marking and Regulation M/Rule 105. She also represents clients in private investments in public and private companies, including private investments in public equity (PIPEs), registered direct offerings, convertible 144A offerings, special purpose acquisition companies (SPACs) and Regulation S offerings. Adriana earned her J.D., cum laude, from Brooklyn Law School and her B.A., cum laude, from the University of Rochester.
Brian G. Smith focuses his practice in the areas of estate and tax planning, estate and trust administration, litigation, family law and charitable giving for high net worth individuals. In the estate planning area, Brian represents clients in implementing complex tax-planning strategies, including, but not limited to, dynasty trusts, grantor retained annuity trusts, qualified personal residence trusts and life insurance trusts, to reduce the wealth transfer tax paid as a result of transferring wealth to future generations. He also creates traditional wills, revocable trusts and limited liability companies, among other estate planning and corporate vehicles and structures, with respect to his clients’ estate plans. In the estate and trust administration area, Brian supervises fiduciaries and beneficiaries in all aspects of the administration of estates and trusts, including representing clients in audits of their estate tax returns and gift tax returns. He is a member of the Board of Directors of Soul Ryeders and is a former co-chair of the New Members Committee of the Trusts and Estates Law Section of the New York State Bar Association. Brian received his J.D. from St. John’s University School of Law, where he was Articles Editor of the St. John’s Law Review, and his B.A. from Duke University.
Special Counsel
Aislinn K. Affinito focuses her practice in the areas of white collar criminal and civil defense, government and internal investigations and commercial litigation on behalf of privately and publicly held companies and their directors and officers, as well as other individual defendants. Aislinn’s practice includes advising clients on white collar and securities compliance, including advising on pre-acquisition and vendor due diligence and corporate compliance programs in connection with the U.S. Foreign Corrupt Practice Act and MNPI securities requirements. Aislinn also has significant experience representing private investment funds, investment managers and financial institutions in litigation concerning the life settlement asset class. Aislinn received her J.D., cum laude, from the Georgetown University Law Center, a Masters of Environmental Management from Yale University and her B.A. from Duke University.
Adam J. Barazani focuses his practice on the regulation, acquisition and sale of financial services providers, including money transmitters, payment processors and fintech companies. Adam represents and advises leading payments companies and private equity firms in transactional matters and provides guidance to clients on compliance with federal and state banking and consumer finance laws, including multi-state licensing requirements. He also provides guidance on regulatory issues associated with payments products and services, including remittance transfers, prepaid access, digital currencies and internet- and mobile-based payment products and services. In addition, he has experience advising state and federally chartered depository institutions on regulatory, corporate and transactional matters. Adam received his J.D., cum laude, from St. John’s University School of Law, where he was Senior Articles Editor of St. John’s Law Review, and his B.A. from Emory University.
Daniel J. Blumenthal focuses his practice on the representation of private funds (including hedge funds, private equity funds and hybrid funds) and investment advisers in connection with their structuring, formation and ongoing operational needs and on regulatory and compliance matters. Dan has a diverse practice advising private fund managers that employ a variety of investment strategies and also has broad experience structuring and negotiating seed and strategic investments, advising investment managers regarding the structure and sale of their businesses and structuring and negotiating joint ventures, co-investment vehicles, managed accounts, “funds of one” and other strategic relationships. Dan was named a 2021 “Rising Star” for Investment Funds by Expert Guides and was shortlisted as an IFLR1000 “Rising Star” (Investment Funds) in 2020. Dan previously served on the firm’s Associate Committee. Dan received his J.D. from University of Pennsylvania Law School, where he was Associate Editor of University of Pennsylvania Journal of International Law, and his B.A., summa cum laude, from The George Washington University.
Dominic A. De Mello practices in the areas of estate planning and administration, trusts, charitable giving and sophisticated gift and estate tax planning. In addition to representing fiduciaries and beneficiaries on trust and estate matters, Dominic regularly prepares wills, revocable trusts, dynasty trusts, grantor retained annuity trusts, life insurance trusts, qualified personal residence trusts, other types of trusts and certain entities. Also, Dominic represents high-net-worth individuals in the negotiation of prenuptial, postnuptial and separation agreements. Dominic received his J.D. from Harvard Law School, LL.M from New York University School of Law and A.B., cum laude, from Princeton University.
Andrew R. Miller focuses his practice on private investment funds. He represents European and U.S. investment managers and private funds in connection with formation, transactions and compliance. Drew also provides advice to clients on European and U.S. securities law and regulatory matters affecting private funds and their advisers, including compliance with SEC rules and marketing in the United States. Drew received his B.S. from the University of South Carolina and his J.D. from the Georgetown University Law Center, where he was Executive Notes Editor for The Georgetown Law Journal and a moot court advocate on the Barristers Council.
Frank W. Olander practices in the areas of complex commercial, real estate, bankruptcy and securities litigation in federal and state courts and a variety of alternative dispute resolution venues, including AAA and JAMS arbitrations. Frank has represented public companies, private companies, individuals and financial services industry clients, including financial institutions, hedge funds and private equity funds in a wide range of commercial disputes involving claims for breach of contract, fraud, breach of fiduciary duty and fraudulent transfer. Frank regularly represents lenders, owners/operators and investors in commercial real estate disputes. He also advises clients in the areas of shareholder activist litigation, M&A litigation and corporate control disputes. Frank received his J.D. from University of Pennsylvania, where he was Senior Editor of University of Pennsylvania Law Review, and his B.A., magna cum laude, from University of Pennsylvania.
Jessica Romano focuses her practice on providing guidance to money transmitters, payments companies and other financial institutions on a variety of regulatory issues, including compliance with federal and state banking and consumer finance laws and multi-state licensing requirements, as well as transactional matters. She also advises private equity firms on transactional matters related to the acquisition and sale of payments companies and money transmitters. In addition, she has experience advising investment advisers and private funds on regulatory matters. Jessica received her J.D., summa cum laude, from St. John’s University School of Law, where she was Associate Managing Editor of St. John’s Law Review, and her B.S. from Long Island University.
John J. Weldon IV focuses his practice on the representation of private funds (including hedge funds, private equity funds, hybrid funds and funds of funds) and investment advisers in connection with their structuring, formation and ongoing operational needs, general securities laws matters and regulatory and compliance issues. His experience includes structuring and negotiating seed and strategic investments and structuring and negotiating co-investment vehicles, managed accounts, “funds of one,” joint ventures and other strategic relationships. John was named a 2021 “Rising Star” for Investment Funds by IFLR, a 2021 “Rising Star” for Investment Funds by Expert Guides and was shortlisted as a 2020 IFLR1000 “Rising Star” (Investment Funds). John received his J.D., cum laude, from Syracuse University College of Law, where he was a member of the Syracuse Journal of International Law and Commerce, his M.A. in International Finance and Economics from Brandeis University International Business School and his B.A. from Brandeis University.
Lina E. Ziurys focuses her practice on advising private investment funds and investment advisers in connection with their structuring, formation and ongoing operational needs, as well as on general securities law, regulatory and compliance matters. She advises on all aspects of fund formation, including seed and strategic investments, offering materials and operating agreements, side letters, co-investment vehicles, managed accounts and “funds of one”. Lina represents both institutional and entrepreneurial investment managers of a range of private funds, including hedge funds, private equity funds, credit funds and funds of funds. Lina received her J.D., magna cum laude, from Brooklyn Law School, where she was Executive Articles Editor of the Brooklyn Law Review, and her B.A. from Connecticut College.